Filed June 14, 2005 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $168,497 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $31,500 |
CURCIO WEBB8+ years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $28,899 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,388 | $136,266+22.8% | $90,749+84.5% | $77,904+114.9% |
| Participation rate | 97.4% | 86.6%+10.7pp | 75.7%+21.7pp | 73.7%+23.7pp |
| Annual return | -18.06% | -11.32%-6.7pp | -12.16%-5.9pp | 12.21%-30.3pp |
| Employer contribution / active EE | $9,401 | $4,215+123.0% | $2,921+221.8% | $2,848+230.1% |
| Participant deferral / active EE | $10,693 | $6,353+68.3% | $4,564+134.3% | $4,806+122.5% |
| Admin fee / account holder | $104 | $399-74.0% | $8,445-98.8% | $133-21.8% |